Customers & Sales Add-Ons for Sage

Import & Export Sage Add-ons

Customers & Sales Adept Add-Ons for Sage 50 & 50cloud

This selection of Adept Add-Ons for Sage 50 & 50cloud have been developed to resolve the most common requirements that are not available in the core accounting software when dealing with your customers and selling to them.

Choose from:

Address CSV | Allocate PaymentsBack to Back Orders | Credit Note Creator | Customer CSV | Document ExplosionINV Header CSVOrder Viewer ProOwn Part NumbersPrice CSVProduct & Account Code ChangerProduct CSVProduct Viewer MidRetail PricesSales Invoice CSVSales Order & Invoice EntrySales Order CSVSales Price UpdaterSOP Header CSVSubscriptionsTransaction CSVTransaction Dept Code ChangerTransaction Nominal Code Changer | XML Web Import Export |

Adept Computer Support Limited

Sales Invoice CSV

This program will import Sales Invoices into the Sage 50 Invoices and Credits Module from a CSV file, the current best seller in our Add-Ons range.

  • Can be used to import data into any field in the Sage 50 Invoice file that is exposed by the Sage SDO.
  • The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.
  • Will import Excel style multi line data into the Service Text field.
  • Optionally monitor a specified folder for new CSV files and import them automatically.
  • Create new template CSV files by selecting fields from a list of available field names.
  • Select a delivery address from the customer’s list of delivery addresses by entering its description in a DELIVERY_DESCRIPTION column.
  • Export option will load your CSV template with data from your current invoice files.
  • In a multi company Sage environment the company that each invoice should be loaded into can be specified in the CSV file.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Transaction CSV

This program can import and export Transactions into the Sage 50 Audit Trail from a CSV file. Unlike the standard Sage 50 importer you can import Donations, set Gift Aid & Small Donation flags so it’s a great Add-On for Charity’s!

  • Correctly creates a single header with multiple splits for invoices and other grouped transactions.
  • Optionally the column headings in the first line of the CSV file can be used to define the fields that the data should be imported into.
  • Export option loads your CSV template with transactions from the current Audit Trail, includes a new export only field TRAN_NUMBER.
  • New field HEADER_DETAILS allows you to import the Header Details field separately from the Split Details field.
  • Will import SR & PP transactions with auto allocation by invoice number or reference held in any of the invoice’s reference or detail fields.
  • Import a Bank Transfer, eBanking payment types and an Invoice and Payment together plus Charity Donations with Auto Gift Aid & Small Donation flags.
  • Optionally create new Customer/Supplier records if the Account Ref is not found and monitor a specified folder for new CSV files & import them automatically.
  • In a multi company Sage environment the company that each transaction should be loaded into can be specified in the CSV file.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Sales Order CSV

This program will import Sales Orders into the Sage 50 Sales Order Module from a CSV file.

  • Can be used to import data into any field in the Sage 50 Sales Order file that is exposed by the Sage SDO.
  • The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.
  • Will import Excel style multi line data into the Service Text field.
  • Optionally monitor a specified folder for new CSV files and import them automatically.
  • Create new template CSV files by selecting fields from a list of available field names.
  • Select a delivery address from the customer’s list of delivery addresses by entering its description in a DELIVERY_DESCRIPTION column.
  • Export option will load your CSV template with data from your current sales order files.
  • In a multi company Sage environment the company that each order should be loaded into can be specified in the CSV file.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Product & Account Code Changer

Have you ever wished that you could change a Sales Ledger account code or a Product code ? Well you can now with the Adept Sage 50 Product and Account Code Changer.

  • Change Sales Ledger & Purchase Ledger account codes.
  • Change Product codes.
  • Change multiple code prefixes in one operation.
  • Optionally read a CSV file of multiple codes to be changed.
  • Retains all your transaction and stock history.
  • A Test Mode will show you what codes will be changed without actually changing them.
  • Limited compatibility with Sage 50cloud’s Office 365 integration.
  • All users must be logged out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Product & BOM CSV

This program will import and export Products and BOM Components into the Sage 50 Product File from a CSV file.

  • Can be used to import data into any field in the Sage 50 Product file that is exposed by the Sage SDO.
  • The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.
  • Will import Excel style multi line data into the Product Memo and Web Long Description fields.
  • Unlike the standard Sage 50 CSV Product import you can import data into virtually every field in the Product file including Web Descriptions, Discount Tables, Product Memo and the BOM.
  • Create new template CSV files by selecting fields from a list of available field names.
  • Export option will load your CSV template with data from your current product & BOM files.
  • A special CLEAR option will allow entire Discount or BOM tables to be cleared with only one column in the CSV file.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Order Viewer Pro

This program will give your staff high speed access to historical Sales and Purchase order details.

  • Top of the Adept Viewer range, the Google search for Sage 50!.
  • View Sales Order and Invoice history for a Customer.
  • View Purchase Order history for a Supplier.
  • View Sales and Purchase Order history for a Product.
  • Ideal for dealing with customers who ring up and ask for “five of those thingumies you sold me three months ago”.
  • All the features of the Adept Company Viewer Lite.
  • All the features of the Adept Product Viewer Mid.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £300.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Back to Back Ordering

This program will create matching Purchase Orders from Sales Orders or Invoices. It is designed for companies whose suppliers deliver direct to the customer.

  • Lists customer’s orders in the Sage 50 SOP or Invoicing module that have not been processed yet.
  • The user can easily select an order to be processed with just a couple of clicks.
  • The program will create all the purchase orders necessary to satisfy the customer’s order.
  • The customer’s delivery address is automatically entered as the delivery address on the purchase orders.
  • After the purchase orders have been created the invoice or sales order is automatically marked as processed.
  • The user can select whether to see all unprocessed orders or just recent ones.
  • The program can be run from a button on the Sage 50 SOP or Invoicing module.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £300.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Own Part Numbers

This program will manage customer’s and supplier’s own part numbers and descriptions.

  • Own part numbers can be held for customers, suppliers or both.
  • Own part numbers may be entered manually or imported from a CSV file.
  • Optionally hold own descriptions as well as or instead of own part numbers.
  • High speed searching on words within product descriptions and customer/supplier names.
  • An update option will load own part numbers and descriptions into orders.
  • The quick update option will only process new orders or invoices.
  • An export option will export own part numbers and descriptions to a CSV file.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £300.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Order and Invoice Entry

This program will allow you to enter Sales Invoices or Sales Orders in a fast and convenient manner.

  • High speed search on words in product descriptions and customer names.
  • Box Entry – Lets you enter the number of boxes and box weight, it calculates total weight and uses as the quantity.
  • Field Locking – Lets you lock certain fields eg: To stop employees giving unauthorised discounts by changing the price.
  • Price Saving – A button can update the appropriate Special or Price List price if required.
  • Auto Global Posting – Can save thousands of audit trail lines if items are the same T/C, Dept & N/C.
  • Bar Code Scanning – A keyboard wedge type of scanner, you can select which product field holds the bar code.
  • Automatic BOM Transfer – If an assembly is selected an auto BOM transfer will take place.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £300.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Allocate Payments

This program will Automatically allocate payments on account and credit notes to invoices.

  • Can be used on both the sales ledger and the purchase ledger.
  • Option to match all accounts or one specific account.
  • Option to ignore transactions that are not in a specified date range.
  • Options to ignore accounts that have unmatched SC, SD, SP, PC, PD or PR transactions.
  • Option to only process accounts that have a zero balance.
  • Option to only process accounts that are paid by direct debit.
  • Option to allow or disallow partial allocations and ignore disputed transactions.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Customer CSV

This program will import Customers into the Sage 50 Customer File from a CSV file. Unlike the standard Sage 50 CSV Customer import you can import data into virtually every field in the Customer file including the Memo.

  • Can be used to import data into any field in the Sage 50 Invoice file that is exposed by the Sage SDO.
  • The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.
  • Will import Excel style multi line data into the Customer Memo field.
  • Optionally monitor a specified folder for new CSV files and import them automatically.
  • Optionally move the CSV file to an Archive folder after it has been successfully imported.
  • Create new template CSV files by selecting fields from a list of available field names.
  • Export option will load your CSV template with data from your current customer files.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Price CSV

This program will import Customer Special Prices, Customer Price List Prices and Supplier Price List Prices into the Sage 50 Price File from a CSV file.

  • Can be used to import data into any field in the Sage 50 Price file that is exposed by the Sage SDO.
  • The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.
  • A simple five column CSV file handles most situations.
  • The CSV file contents are displayed, along with any error messages, before the import takes place.
  • Create new template CSV files by selecting fields from a list of available field names.
  • Export option will load your CSV template with data from your current price files.
  • The program can be run from a button in the Sage 50 Product Module (dependant on Sage version).
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Invoice Header CSV

This program will import amendments to existing Invoice headers from a CSV file.

  • Can be used to import data into any field in the Sage 50 Invoice Header file that is exposed by the Sage SDO.
  • The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.
  • The CSV layout is easily configured to suit your requirements by using the Sage 50 field names as column headings.
  • Optionally monitor a specified folder for new CSV files and import them automatically.
  • Create new template CSV files by selecting fields from a list of available field names.
  • Export option will load your CSV template with data from your current invoice header files.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

SOP Header CSV

This program will import amendments to existing Sales Order headers from a CSV file.

  • Can be used to import data into any field in the Sage 50 Sales Order Header file that is exposed by the Sage SDO.
  • The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.
  • The CSV layout is easily configured to suit your requirements by using the Sage 50 field names as column headings.
  • Optionally monitor a specified folder for new CSV files and import them automatically.
  • Create new template CSV files by selecting fields from a list of available field names.
  • Export option will load your CSV template with data from your current sales order files.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Address CSV

This program will import Addresses into the Sage 50 Customer Delivery Address Files from a CSV file.

  • Can import data into any field in the Sage 50 Customer Delivery Address file that is exposed by the Sage SDO.
  • The column headings in row 1 of the CSV file are used to define the fields that the data should be imported into.
  • Create new template CSV files by selecting fields from a list of available field names.
  • Export option will load your CSV template with data from your current address files.
  • Import Contacts into the Address File when used with Sage 50 2009 or higher.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Sales Price Updater

This program will update the Sales Price of your Products by applying a Category based mark-up to the Cost Price.

  • Mark-up percentage can be held individually for each Category or Product and the latter imported via a CSV file.
  • The Sales Price for a BOM assembly can be calculated from it’s individual components across multiple BOM levels.
  • Calculate Sales Prices for a portion of the Product file by selecting the Category, Supplier or Product Code.
  • Product Code selection allows the use of wild cards.
  • Enter new Cost Prices for a list of components and automatically recalculate the Sales Price of all affected Assemblies.
  • Cost Prices in CSV format can be imported from Excel or a Supplier’s List.
  • Option to update Cost prices using the Maximum Cost Price found in the Stock Transaction History.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Retail Prices

This program will correct rounding errors in your Product Invoices so they correctly reflect your VAT inclusive Retail Prices.

  • Scans and corrects un-posted Product Invoices.
  • Retail Prices are held in Sage by entering the Net Unit Price with 4 decimal places.
  • The program adds VAT back on to the Net Unit Price to obtain the exact Retail Price.
  • The Invoice line is recalculated using the Retail Price to obtain the required Adjustment.
  • Data caching speeds the loading of historic Invoices.
  • The program can be run from a button in the Sage 50 Invoice module.
  • Licensed for use on as many of your company’s computers as you like.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Subscriptions

This program will generate Sales Invoices, Quotes or Pro Formas at regular intervals and for multiple Customers.

  • Ideal for charging membership fees, trade subscriptions, service contracts or any other repeating charge.
  • Unlike Sage 50’s recurring invoice facility, you do not have to maintain a separate memorised invoice record for each Customer.
  • Will generate Service or Product Invoices, Quotes or Pro Formas with automatically adjusting from and to dates in the invoice text.
  • Handles multiple Subscription Types each with it’s own invoice text and posting details.
  • Subscriptions can be set up or amended in the program with just a few clicks.
  • A high speed search facility will locate a Customer by entering a few characters from their Name or Account Reference.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Credit Note Creator

This program will create Credit Notes from Invoices. It contains a mechanism to ensure that the same products are not credited more than once.

  • A search facility will locate the invoice to be credited by number, customer code or customer name.
  • Tick a box to credit the whole remaining invoice in one fell swoop.
  • Alternatively enter individual quantities to be credited against each invoice line.
  • The program can be run from a button in the Sage 50 invoice module.
  • Licensed for use on as many of your company’s computers as you like.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

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Adept Computer Support Limited

Transaction Dept Code Changer

This program will change the Department Number on a batch of Transactions.

  • Select a range of Transaction Types or All Types.
  • Select a range of Transaction Numbers or All Numbers.
  • Optional selection criteria includes Account Code, Header Reference, Nominal Code and Department Number.
  • Enter the Department Number to be applied to all selected transactions.
  • A Test mode will show you the changes that will be made without actually doing them.
  • Licensed for use on as many of your company’s computers as you like.
  • The Trial version is limited to Test mode only.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

Click here for more information

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Adept Computer Support Limited

Transaction Nominal Code Changer

This program will change the Nominal Code on a batch of Transactions.

  • Select a range of Transaction Types or All Types, Numbers or All Numbers.
  • Optionally select a Department Number and/or an Account Ref and select a Nominal Code to be changed.
  • Enter the Nominal Code to be applied to all selected transactions.
  • Test mode will show you the changes that will be made without actually doing them, the Trial version is limited to Test mode only.
  • Currently this program can’t be used on Bank Accounts or Major Control Accounts.
  • This program relies on using the Sage Recovery Tools to rebuild the Nominal Buckets.
  • This program is only suitable for use by advanced Sage users.
  • All users must be out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

XML Web Import Export

This program will download orders from your web site. It will also upload Products and transfer Customer Account data in both directions. Data transfer is accomplished using XML Packets that are passed to and from your website using the HTTP protocol.

  • Will handle the Sage 50 & 50cloud end of a link to a shopping cart system created by a 3rd party web developer.
  • Download Orders and Payments from the web site and load them into Sage as either Sales Orders or Invoices.
  • Upload Products from Sage to the web site including the Product Image and Stock Levels.
  • Upload or download Customer Account details to and from the web site and upload Price Lists.
  • Hide a Product on the web site if the product’s Web Publish flag is unticked or if it’s stock level drops to zero.
  • Automatically create new Customer Account references and allow both Credit and Non Credit customer accounts.
  • Optionally use VAT inclusive Retail Pricing.
  • Hold a customer’s web site Username and/or Password in Sage.
  • Free 60 Day Trial available.
  • Only £600.00 + VAT for a company licence plus Annual Renewal Fees.

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MORE INFO

Adept Computer Support Limited

Product Viewer

This program adds Product file searches to the functionality provided by the Adept Company Viewer Lite.

  • Middle of the Adept Viewer range.
  • Search for Products by Product Code, Supplier’s Product Code or words contained in the Product Description.
  • Displays Product information including Stock Level and Prices.
  • Shows Price List price for the last selected Customer or Supplier.
  • Users can add notes to the Product Memo.
  • All the features of the Adept Company Viewer Lite.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Computer Support Limited

Document Explosion

This program will examine Sales Order, Purchase Order and Invoice records and insert a BOM explosion below each Assembly.

  • Order all the components for an assembly by just entering the assembly code.
  • Invoice your customer for an assembly and list all the components underneath.
  • The program will recurse through multiple levels of subassemblies & their components can be indented according to level.
  • Alternatively the program will produce a list of components with duplicates from different subassemblies added together into one line.
  • Explosion lines can optionally show the Quantity, Product Code, Suppliers Part Number and Description.
  • Quantities are multiplied up accordingly and the program can redo the explosion if amendments are made.
  • There is an option to select whether the Assemblies or the Components are posted to the Sage 50 Ledgers.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • Free 30 Day Trial available.
  • Only £150.00 + VAT for a company wide licence plus Annual Renewal Fees.

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Adept Tools Reseller Program

Are you a Sage 50 Business Partner, Accountants Club member or other Sage Professional?

If so, we have an attractive reseller scheme for companies who would like to resell our range of Add-Ons for Sage 50 & 50cloud.

Email info@adepttools.co.uk for further details.

Adept are Sage Platinum Partners for Sage 50 and certified Sage Developers